See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,721 | $150,440+22.8% | $136,294+35.5% | $147,584+25.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.00% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,761 | $5,256-9.4% | $4,695+1.4% | $4,876-2.4% |
| Participant deferral / active EE | $8,363 | $6,630+26.1% | $6,247+33.9% | $5,439+53.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |